Clibu V1.30.20 – Tag Creation Enhancements

Clibu V1.30.20 addresses some shortcomings with Tag Creation, streamlining its operation.

The “New Tag” and “New Child Tag” dialogs have been enhanced to enable you to create a new article containing the newly created tag.

Clicking on ‘Create Article + Tag’  toggles this option on and off.

The ‘New Child Tag’ dialog shows it toggled off.

The setting for each dialog is retained locally across Clibu sessions.

The other change in this release is the newly created Tag is now selected in the “Tags Tree” and in the “Tags Filter”.  I’d previously decided not to change the current Tags Tree etc. selection, however after using Clibu for quite some time now I feel that selecting the new tag provides for a better user experience.

Full release notes are available in the Support Forum.

– Neville

Tags, Structured or Free Form, Hierarchical or Flat

There are a variety of choices when implementing Tagging systems, each with their own pros and cons.

Free form tags

Free form tags are created as you write. For example you might use a # character to signify a word is a tag. ex. #Christian Or you could use [] to identify multiple word tags, [Cars,Porsche].

The upside here is you are not interrupting the writing flow and they are quick to add. However, they have real downsides. The first is misspellings, so you are likely to have multiple variations of what should be exactly the same tag. Next, content captured from other sources, such as Web clippings, needs to be edited and tags placed somewhere. Finally, as tags are splattered throughout the content, you can’t see all tags in one place.

Managing and updating these free form tags is fraught, as you actually have to modify article content in order to do something simple like rename a tag (e.g. to fix a typo). Articles that are being edited will fall through the cracks as we can’t touch them.

Maintaining an index of which articles contain these embedded tags, along with their in-situ management, is a never ending task, which is expensive in terms of computer processing and performance.

Structured Tags

Structured tags sit beside article content vs. inside it as free form tags do. You add, edit and delete them outside of the article, so your workflow is impinged upon slightly, which may be viewed as a downside.

However, they have none of the drawbacks of free form tags. You never have inconsistent spellings of like tags, as they are easily checked when you add or edit them. They can be instantly renamed or removed without touching article content, regardless of what other users are doing at the time. They are all collected and visible in the one place and processing overhead is absolutely minimal.

Hierarchical Tags

Let’s say you are building a series of articles on Religion and you start adding a tag “Christian”. Then as your work progresses you want to tag articles of interest to your colleagues, one of whom is named “Christian”, woops.

Simplistic single level tagging can’t really help you much here. You could become creative and use “Religion.Christian”, although this falls short in so many ways.

Clibu has excellent Hierarchical Tag support, so this is easily handled. Simply add a tag “Religion” then move “Christian” below it. This happens instantly without having to update any articles. Next add a tag “Colleagues” and under that add a tag “Christian”, all done.

Some applications don’t allow you to use the same tag in multiple branches in the tag hierarchy (ex. Evernote(tm)). So the example above isn’t possible, which is extremely limiting. Clibu doesn’t have this restriction.

Hierarchical Tags as Folders

Everyone is used to Operating System folders, that’s where we store our files. Let’s look back at my earlier example of  tags “Religion / Christian” and “Colleagues/ Christian” and let’s say we have a document which relates directly to both of these. By and large OS folders let us down here as we can’t have the same document in multiple folders. (Power users may take exception at this.)

Back to Clibu. A document or article can have as many tags as you want, so this is akin to having the same document in multiple folders.

In fact, if it suits your way of thinking, simply treat  Clibu’s tags as folders.

Helping with Tag creation

Clibu helps you to pick existing tags via its autosuggestion capabilities. If the tag doesn’t exist, creating it is simple enough.

And there’s a nice tag adding shortcut you can use when editing content. Simply select the text you want for a tag, and then click on the tag icon on the floating toolbar.

If the text already exists somewhere in the tag hierarchy, pick the appropriate entry and it gets added.

If the text doesn’t already exist as a tag, you have the option to create a tag using it. Simple and saves time.

Analyzing article content and suggesting tags to add is, without doubt, a good idea and is something we are thinking about, along with some other interesting tagging ideas.

Tag tedium

Some people find adding tags cumbersome and not worth their effort. Instead they use Search to locate content. Others go back later on, after articles have been created and add the appropriate tags.  With Clibu you can work either way you choose.

I’m personally a heavy tags user, typically with multiple tags per article, several levels down in the hierarchy. To find specific content I use the Tags Filter much more often than Search, but hey, that’s just me.

I’m all tagged out, see you next time.

Neville

PS There will be some new Tag time savers in the next release. 🙂

Clibu V0.84.00 – Finding UnTagged Articles …

Clibu Version 0.84.00 has been released and includes some significant updates.

You can now search for all articles that don’t have any Tags using the UnTagged tag.  The UnTagged tag can be used in conjunction with the Starred Article filter and for articles in Trash.

The user interface for Knowledge Base Tabs has been updated to work on devices with narrower screens such as Tablets & Smartphones. When there are more Tabs open than fit on a single row the Tabs that don’t fit are in a Tab with a dropdown menu at the end of the row.

We’ve also completely reworked the Knowledge Base Tabs drag & drop user interface so that it is clearer where the Tab being dragged will drop and so it works on touch devices such as Tablets and Smart phones. You can even drag Tabs to and from and with the new Tabs dropdown menu.

Work continues on Tablet & Smartphone use with some other improvements also in this release.

For more information see the Release Notes.

Search Keywords – by Ken Moshier

I’m very pleased to publish this Guest Post by Ken Moshier and greatly appreciate Ken’s contribution. It would be great to see more guest posts, so please do contact me if you would like to join in.

Note that Ken is primarily discussing embedding searchable keywords in articles, and note about Clibu’s Hierarchical Tags. I have my own ideas about embedding ‘actual tags’ in articles, so stay tuned for that.  Neville

ABOUT ME:

I am a down-load software “junkie” – a note taking “aficionado” on crack.

I am a hairdresser-I am a Visual (right-brain). Linear concepts and structure give me brain contusions. I was a salon owner for over twenty-seven years, a National Educator for many beauty companies for thirty-five years and also a Creative Director for a high-end spa/salon network. I helped with manuals, assistant certification guides etc.

I can look you in the eye and tell you for a fact that, every beauty related manual/knowledge base started with an outliner/note taking app. These notes were eventually exported to a word processor for further development and distribution to all stylists in our spa/salon organization. Planning and structuring this amount of information couldn’t have been possible for me (visually handicapped) if it weren’t for an note taking type of software. This goes back to the days of DOS and windows 3.1. By the way.. the app of choice in that era was InfoSelect. In that program I currently have over 15 data files, most with an extreme amount of text notes. Today, with my obsession with note taking software I have around 75 total data files.

Continue reading “Search Keywords – by Ken Moshier”

Clibu Beta V0.65.03 Released. Streamlined Tagging etc.

This latest Clibu release makes it easier to add Tags both to Articles and to the Tags Tree. If you are a heavy Tag user these new features will speed up and simplify your work flow.

The ‘New Tag’ button which is beside the ‘Hide/Show Tags Tree’ button located above the Tags Tree, lets you create a new Tag and add it as a child of any existing tag. Ctrl+G also does  this.

The Tags Tree item menu now includes ‘New child Tag’ which lets you quickly add a Tag as a child of the selected Tag.

The menu also includes ‘New Tagged Article’ which creates a new article tagged with the selected tag.

This release provides a new quick way to add tags to an article from content (words) in the article. Select the text you want to use for the tag and the selection toolbar pops up.

In this example I’ve selected saffron threads. Clicking on the ‘Add Tag’ button adds saffron threads to the tags for this article.

saffron threads doesn’t exist yet so you are given the option to Create it or edit it.

The two screen shots above also show the new look tooltips we’ve implemented in this release. Different colored tips are used in different contexts and along with better positioning enable us to provide more targeted feedback.

The final area I want to highlight is Clibu’s ability to both Rename and to Merge Tags. Merge comes into play when you want to rename a tag and the new tag name already exists.

In this scenario all articles using the original tag are updated to use the new (existing) tag and the original tag is deleted, hence merging the two tags into one.

In my experience some applications allow you to rename a tag, but typically only if the new tag doesn’t exist. This is a pity as the ability to merge similar tags is an important one when it comes to effective tag management.

In this example I want to rename the Tag Harira soup to Harissa soup.

As soon as I finished typing Harissa soup two things happen. First a tip pops up telling me that the tag Harissa soup already exists in the current parent tag Moroccan and second the ‘Rename’ button changes to ‘Merge’, making it clear what will happen if I continue.

With this release we’ve continued to add important new functionality, enhanced existing capabilities and fixed a variety of bugs.

For complete release notes see: Clibu Alpha V0.65.03 Beta released, 23 April 2014

If you are looking for a better way to collect, manage and share information and would like to influence Clibu’s development direction then you should participate in our Beta program. See the Clibu web site for sign-up details.

If you are signed up for the Beta program but are not actively participating in it, you may find that you’ve been removed. Contact us if you want to restore access.

Happy Clibu’ing, Neville